For smaller investment portfolios and suitable for fund managers looking for an incubator solution, we provide the collective investment scheme manager with a low-cost entry point to their own fund, using one of our existing segregated portfolio funds.

The objective of the Shared Funds service is to be able to significantly reduce the set-up costs and facilitate the sharing of fixed fund costs, where our team manages the entire structure.

Our shared fund services include:

• Provision of segregated portfolio company